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An open-ended fund of funds that invests in passive funds.

redemptionProceeds: Normally within 2 Business days from acceptance of redemption request.
objective: Wealth Creation
fundType: Mutual Fund
moAmcCode: MOSMF
continuousOffer: Continuos Offer
fundsUrl: /content/moamc-eds/mutual-fund/in/en/mutual-funds/motilal-oswal-large-and-midcap-fund
portfolioTurnoverRatio: 0.56
beta: 0.9
entryLoad:NIL
fundIcon: /content/dam/motilal-mf/fund-icons/MO_LM.svg
bmCode: 2071
marketCap: LARGE & MID CAP
fundsTaggingSection:
- 0: motilal-oswal:indian-equity-
- 1: motilal-oswal:active
- 2: motilal-oswal:large-and-mid-cap
nfoFaceValue: 10
nfoKnowMoreUrl: NIL
methodology:a) Methodology of calculating sale price: The price or NAV, an investor is charged while investing in an open-ended scheme is called sale or subscription price. Pursuant to SEBI Circular dated June 30, 2009, no entry load will be charged by the scheme to the investors. Therefore, Sale or Subscription price = Applicable NAV (for respective plan and option of the scheme).

Example: An investor invests Rs.10,000/- and the current NAV is Rs. 10/- then the purchase price will be Rs.10/- and the investor receives 10,000/10 = 1000 units.
b) Methodology of calculating repurchase price of Units: Repurchase or redemption price is the price or NAV at which an open-ended scheme purchases or redeems its units from the investors.It may include exit load, if applicable. The exit load, if any, shall be charged as a percentage of Net Assets Value (NAV) i.e. applicable load as a percentage of NAV will be deducted from the “Applicable NAV” to calculate the repurchase price. Therefore, Repurchase or Redemption Price = Applicable NAV*(1- Exit Load, if any).

Example: If the Applicable NAV is Rs. 10 and a 2% Exit Load is charged, the Redemption Price per Unit will be calculated as follows: =Rs. 10 * (1-0.02) = Rs. 10 * (0.98) = Rs. 9.80.
moSchemeCode: MOFLM
sebiSubCategory: Large and Midcap Fund
fundCategorisation: Active Funds
investmentObjective:The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
displalyOnIfHome: no
periodicReturnsTc:Date of inception: 17-Oct-19. *Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth Option. Different plans have different expense structure. For performance of other schemes managed by Mr. Ajay Khandelwal, Mr. Santosh Singh, Mr. Atul Mehra, Mr. Rakesh Shetty and Mr. Sunil Sawant, (Data as on 30th November 2024)
investedProple: 1,118,404
productLabellingDescription:This product is suitable for investors who are seeking*
- Long term capital appreciation
- Investment predominantly in equity and equity related instruments of large and midcap stocks.
expenseRatioDirect: 0.48
benchmark: NIFTY Large Midcap 250 TRI
sharpeRatio: 1.4 (Annualised)
expenseRatioRegular: 1.74
typeOfScheme: Large and Midcap Fund - An open ended equity scheme investing in both large cap and mid cap stocks
fundSubCategorisation: Indian Equity - Large and Mid Cap
fundManager:
- 0:
  - type: MF
  - designation: Fund Manager/Dealer
  - picture: /content/dam/fund-manager/RakeshShetty.jpg
  - fundManagerName: Rakesh Shetty
  - description:Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty
- 1:
  - type: MF
  - designation: Executive Group Vice President
  - picture: /content/dam/fund-manager/AjayKhandelwal.jpg
  - fundManagerName: Ajay Khandelwal
  - description:Ajay has 13 years rich experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund. He has done post-graduation i.e. MBA from Manipal University. Mr. Ajay possess expertise in Fund Management.
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/ajay-khandelwal
- 2:
  - type: MF
  - designation: Dealer and Fund Manager of Foreign Securities
  - picture: /content/dam
  - fundManagerName: Sunil Sawant
  - description:Mr. Sunil has been associated with the Company since 2018 for Alternates Business as Dealer. Prior to joining to Motilal Oswal Asset Management Company he has worked with Sharekhan, Aditya Birla and Angel Broking as Equity Dealer and Advisor. He has been associated in capital market industry since 2009.<br>Mr. Sunil Sawant is appointed as Fund Manager in place of Mr. Ankush Sood w.e.f. opening of Business hours of July 1, 2024.
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/sunil-sawant
- 3:
  - type: MF
  - designation: Vice President
  - picture: /content/dam/fund-manager/AtulMehra.jpeg
  - fundManagerName: Atul Mehra
  - description:Mr Atul Mehra is passionate about investing; and has been an investor since 13 years of age. He has over 15 years of professional work experience with last 10 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Academically, he is a CFA Charter holder and has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottesville, Virginia, USA and has specialization in Finance through BAF (Bachelor of Commerce in Accounting and Finance) from HR College, Mumbai and Post-Graduation in Commerce through M.Com (Masters in Commerce, Accountancy) from Mumbai University.
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/atul-mehra
standardDeviation: 14.8
cashFlow:7.5%,10% and 12% Monthly,Quarterly or Annually
periodicReturns:NIL
cmotsProductCode: MOFLM
schDetail:
- nfoStartDate: 27-Sep-2019
- sche meName: Motilal Oswal Large and Midcap Fund
- CMOTSAMCCode: 38442
- exitLoad:Exit Load: 1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.
- sebiCategory: Equity Fund
- dateOfAllotment: 2019-10-17
- exitLoadShort: 1% < 1 Year
- cmotsGroupCode: MO40842
- fundCategoryCode: MF
- schcode: LM
risk:
- riskType: Very High
- benchmarkRisk: Very High
planList:
- 0:
  - groupedCode: GPG
  - planNameOriginal: Regular Growth
  - planCode: GP
  - sixth_char_name: R
  - optionName: Growth
  - groupedName: Regular-Growth
  - planName: Regular
  - optionCode: G
  - schDetail:
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
  - isin: INF247L01965
  - amfi_schcode: 147701
  - cmt_schcode: 40842
- 1:
  - groupedCode: GDG
  - planNameOriginal: Direct Growth
  - planCode: GD
  - sixth_char_name: D
  - optionName: Growth
  - groupedName: Direct Growth
  - planName: Direct
  - optionCode: G
  - schDetail:
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
  - isin: INF247L01999
  - amfi_schcode: 147704
  - cmt_schcode: 40844
- 2:
  - groupedCode: DPD
  - planNameOriginal: Regular Payout
  - planCode: DP
  - sixth_char_name: R
  - optionName: IDCW Payout
  - groupedName: Regular IDCW Payout
  - planName: Regular
  - optionCode: D
  - schDetail:
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout
- 3:
  - groupedCode: DPR
  - planNameOriginal: Regular Reinvestment
  - planCode: DP
  - sixth_char_name: R
  - optionName: IDCW Reinvestment
  - groupedName: Regular IDCW Reinvestment
  - planName: Regular
  - optionCode: R
  - schDetail:
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
  - isin: INF247L01973
  - amfi_schcode: 147703
  - cmt_schcode: 40843
- 4:
  - groupedCode: PDD
  - planNameOriginal: Direct Payout
  - planCode: PD
  - sixth_char_name: D
  - optionName: IDCW Payout
  - groupedName: Direct IDCW Payout
  - planName: Direct
  - optionCode: D
  - schDetail:
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout
- 5:
  - groupedCode: PDR
  - planNameOriginal: Direct Reinvestment
  - planCode: PD
  - sixth_char_name: D
  - optionName: IDCW Reinvestment
  - groupedName: Direct IDCW Reinvestment
  - planName: Direct
  - optionCode: D
  - schDetail:
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment
schcode: LM
aum:
- 0:
  - latestAum: 15055.3843
  - latestAumAsOnDt: 2025-12-31T00:00:00
  - optioncode: D
  - plancode: DP
  - prodcode: LMDP
- 1:
  - latestAum: 15055.3843
  - latestAumAsOnDt: 2025-12-31T00:00:00
  - optioncode: R
  - plancode: DP
  - prodcode: LMDP
- 2:
  - latestAum: 15055.3843
  - latestAumAsOnDt: 2025-12-31T00:00:00
  - optioncode: G
  - plancode: GD
  - prodcode: LMGD
- 3:
  - latestAum: 15055.3843
  - latestAumAsOnDt: 2025-12-31T00:00:00
  - optioncode: G
  - plancode: GP
  - prodcode: LMGP
- 4:
  - latestAum: 15055.3843
  - latestAumAsOnDt: 2025-12-31T00:00:00
  - optioncode: D
  - plancode: PD
  - prodcode: LMPD
- 5:
  - latestAum: 15055.3843
  - latestAumAsOnDt: 2025-12-31T00:00:00
  - optioncode: R
  - plancode: PD
  - prodcode: LMPD
nav:
- 0:
  - latnav: 25.4404
  - optioncode: D
  - plancode: DP
  - prodcode: LMDP
  - recdt: 30-Jan-2026
  - navchng: 0.02
  - navchngper: 0.10
- 1:
  - latnav: 25.4404
  - optioncode: R
  - plancode: DP
  - prodcode: LMDP
  - nav_date: 23-Jan-2026
  - nav_amount: 23.3693
  - recdt: 30-Jan-2026
  - navchng: 0.02
  - navchngper: 0.10
- 2:
  - latnav: 36.5165
  - optioncode: G
  - plancode: GD
  - prodcode: LMGD
  - nav_date: 23-Jan-2026
  - nav_amount: 33.5647
  - recdt: 30-Jan-2026
  - navchng: 0.04
  - navchngper: 0.10
- 3:
  - latnav: 33.3245
  - optioncode: G
  - plancode: GP
  - prodcode: LMGP
  - nav_date: 23-Jan-2026
  - nav_amount: 30.6116
  - recdt: 30-Jan-2026
  - navchng: 0.03
  - navchngper: 0.10
- 4:
  - latnav: 27.7472
  - optioncode: D
  - plancode: PD
  - prodcode: LMPD
  - recdt: 30-Jan-2026
  - navchng: 0.03
  - navchngper: 0.10
- 5:
  - latnav: 27.7472
  - optioncode: R
  - plancode: PD
  - prodcode: LMPD
  - nav_date: 23-Jan-2026
  - nav_amount: 25.5042
  - recdt: 30-Jan-2026
  - navchng: 0.03
  - navchngper: 0.10
benchmarkreturns:
- 0:
  - type: BM
  - groupName: Nifty LargeMidcap 250 TRI (PRIMARY)
  - latNavDate: 2025-12-31
  - latnav: 21868.98
  - oneYear_Ret: 8.193718831631447
  - threeYear_Ret: 19.427590470875145
  - fiveYear_Ret: 19.52022595931091
  - inception_Ret: 20.157893896045962
  - bmcode: 2071.0
- 1:
  - type: BM
  - groupName: Nifty 50 TRI (SECONDARY)
  - latNavDate: 2025-12-31
  - latnav: 39333.55
  - oneYear_Ret: 11.883625362209415
  - inception_Ret: 4.362420924344046
  - bmcode: 2006.0
returns:
- 0:
  - oneYear_Ret: -10.43
  - oneYear_marketValue: 8956.751961019027
  - threeYear_Ret: 16.55
  - threeYear_marketValue: 15833.649710903512
  - fiveYear_Ret: 16.13
  - fiveYear_marketValue: 21122.00589480676
  - inception_Ret: 16.22
  - inception_marketValue: 25440.399999999998
  - latNavDate: 2025-12-31
  - prodcode: LMDP
  - plancode: DP
  - optioncode: D
- 1:
  - oneYear_Ret: -3.12
  - oneYear_marketValue: 9687.847377902055
  - threeYear_Ret: 26.16
  - threeYear_marketValue: 20080.78175179271
  - fiveYear_Ret: 24.31
  - fiveYear_marketValue: 29680.73087270688
  - inception_Ret: 23.19
  - inception_marketValue: 36516.5
  - latNavDate: 2025-12-31
  - prodcode: LMGD
  - plancode: GD
  - optioncode: G
  - amfi_schcode: 147704
  - cmt_schcode: 40844
  - isin: INF247L01999
- 2:
  - oneYear_Ret: -4.17
  - oneYear_marketValue: 9582.64200207615
  - threeYear_Ret: 24.56
  - threeYear_marketValue: 19327.962602078696
  - fiveYear_Ret: 22.57
  - fiveYear_marketValue: 27668.04490053469
  - inception_Ret: 21.39
  - inception_marketValue: 33324.5
  - latNavDate: 2025-12-31
  - prodcode: LMGP
  - plancode: GP
  - optioncode: G
  - amfi_schcode: 147701
  - cmt_schcode: 40842
  - isin: INF247L01965
- 3:
  - oneYear_Ret: -9.0
  - oneYear_marketValue: 9100.008526994498
  - threeYear_Ret: 17.92
  - threeYear_marketValue: 16395.37219773337
  - fiveYear_Ret: 17.66
  - fiveYear_marketValue: 22553.015093756858
  - inception_Ret: 17.86
  - inception_marketValue: 27747.199999999997
  - latNavDate: 2025-12-31
  - prodcode: LMPD
  - plancode: PD
  - optioncode: D
minamount:
- 0:
  - minredamt: 500
  - minsipamt: 500
  - minpuramt: 500
  - minaddpuramt: 500
  - optioncode: D
  - plancode: DP
- 1:
  - minredamt: 500
  - minsipamt: 500
  - minpuramt: 500
  - minaddpuramt: 500
  - optioncode: R
  - plancode: DP
- 2:
  - minredamt: 500
  - minsipamt: 500
  - minpuramt: 500
  - minaddpuramt: 500
  - optioncode: G
  - plancode: GD
- 3:
  - minredamt: 500
  - minsipamt: 500
  - minpuramt: 500
  - minaddpuramt: 500
  - optioncode: G
  - plancode: GP
- 4:
  - minredamt: 500
  - minsipamt: 500
  - minpuramt: 500
  - minaddpuramt: 500
  - optioncode: D
  - plancode: PD
- 5:
  - minredamt: 500
  - minsipamt: 500
  - minpuramt: 500
  - minaddpuramt: 500
  - optioncode: R
  - plancode: PD
holdings:
- 0:
  - srNo: 1
  - nameOfSecurity: Eternal Limited
  - percentToNAV: 6.11%
- 1:
  - srNo: 2
  - nameOfSecurity: Trent Limited
  - percentToNAV: 4.82%
- 2:
  - srNo: 3
  - nameOfSecurity: Bharat Electronics Limited
  - percentToNAV: 4.81%
- 3:
  - srNo: 4
  - nameOfSecurity: Cholamandalam Investment and Finance Company Ltd
  - percentToNAV: 4.50%
- 4:
  - srNo: 5
  - nameOfSecurity: Multi Commodity Exchange of India Limited
  - percentToNAV: 4.13%
- 5:
  - srNo: 6
  - nameOfSecurity: Bharat Dynamics Limited
  - percentToNAV: 4.03%
- 6:
  - srNo: 7
  - nameOfSecurity: Samvardhana Motherson International Limited
  - percentToNAV: 3.79%
- 7:
  - srNo: 8
  - nameOfSecurity: CG Power and Industrial Solutions Limited
  - percentToNAV: 3.76%
- 8:
  - srNo: 9
  - nameOfSecurity: Waaree Energies Limited
  - percentToNAV: 3.75%
- 9:
  - srNo: 10
  - nameOfSecurity: Apar Industries Limited
  - percentToNAV: 3.75%
- 10:
  - srNo: 11
  - nameOfSecurity: Bajaj Finance Limited
  - percentToNAV: 3.73%
- 11:
  - srNo: 12
  - nameOfSecurity: Suzlon Energy Limited
  - percentToNAV: 3.49%
- 12:
  - srNo: 13
  - nameOfSecurity: Hindustan Aeronautics Limited
  - percentToNAV: 3.45%
- 13:
  - srNo: 14
  - nameOfSecurity: PTC Industries Limited
  - percentToNAV: 3.38%
- 14:
  - srNo: 15
  - nameOfSecurity: Prestige Estates Projects Limited
  - percentToNAV: 3.26%
- 15:
  - srNo: 16
  - nameOfSecurity: Onesource Specialty Pharma Limited
  - percentToNAV: 3.22%
- 16:
  - srNo: 17
  - nameOfSecurity: Zen Technologies Limited
  - percentToNAV: 2.93%
- 17:
  - srNo: 18
  - nameOfSecurity: GE Vernova T&D India Limited
  - percentToNAV: 2.93%
- 18:
  - srNo: 19
  - nameOfSecurity: Premier Energies Limited
  - percentToNAV: 2.81%
- 19:
  - srNo: 20
  - nameOfSecurity: Amber Enterprises India Limited
  - percentToNAV: 2.73%
- 20:
  - srNo: 21
  - nameOfSecurity: Inox Wind Limited
  - percentToNAV: 2.70%
- 21:
  - srNo: 22
  - nameOfSecurity: Kaynes Technology India Limited
  - percentToNAV: 2.58%
- 22:
  - srNo: 23
  - nameOfSecurity: Angel One Limited
  - percentToNAV: 2.47%
- 23:
  - srNo: 24
  - nameOfSecurity: Gujarat Fluorochemicals Limited
  - percentToNAV: 2.41%
- 24:
  - srNo: 25
  - nameOfSecurity: One 97 Communications Limited
  - percentToNAV: 2.27%
- 25:
  - srNo: 26
  - nameOfSecurity: V2 Retail Limited
  - percentToNAV: 2.21%
- 26:
  - srNo: 27
  - nameOfSecurity: Dixon Technologies (India) Limited
  - percentToNAV: 2.18%
- 27:
  - srNo: 28
  - nameOfSecurity: Religare Enterprises Limited
  - percentToNAV: 2.10%
- 28:
  - srNo: 29
  - nameOfSecurity: Kalyan Jewellers India Limited
  - percentToNAV: 1.93%
- 29:
  - srNo: 30
  - nameOfSecurity: PB Fintech Limited
  - percentToNAV: 1.26%
- 30:
  - srNo: 31
  - nameOfSecurity: Muthoot Finance Limited
  - percentToNAV: 0.84%
- 31:
  - srNo: 32
  - nameOfSecurity: K.P.R. Mill Limited
  - percentToNAV: 0.48%
- 32:
  - srNo: 33
  - nameOfSecurity: Affle 3i Limited
  - percentToNAV: 0.34%
- 33:
  - srNo: 34
  - nameOfSecurity: Collateralized Borrowing & Lending Obligation
  - percentToNAV: 0.82%
sector:
- 0:
  - sector: Electrical Equipment
  - percentage: 23.19%
- 1:
  - sector: Aerospace & Defense
  - percentage: 15.21%
- 2:
  - sector: Retailing
  - percentage: 13.13%
- 3:
  - sector: Finance
  - percentage: 11.17%
- 4:
  - sector: Consumer Durables
  - percentage: 6.84%
- 5:
  - sector: Capital Markets
  - percentage: 6.59%
- 6:
  - sector: Auto Components
  - percentage: 3.79%
- 7:
  - sector: Financial Technology (Fintech)
  - percentage: 3.53%
- 8:
  - sector: Industrial Products
  - percentage: 3.38%
- 9:
  - sector: Realty
  - percentage: 3.26%
- 10:
  - sector: Pharmaceuticals & Biotechnology
  - percentage: 3.22%
brochurepdf: /content/dam/motilal-mf/downloads/mf/leafletsbrochures/2026/jan/motilal-oswal-large-and-midcap-fund-product.pdf
latestFactsheetPdf: /content/dam/motilal-mf/downloads/mf/factsheet/2026/jan/factsheet-december-2025-active.pdf
presentationPdf: /content/dam/motilal-mf/downloads/mf/presentations/2026/jan/presentation-motilal-oswal-large-and-midcap.pdf
sidDocumentPdf: /content/dam/motilal-mf/downloads/mf/sid/2025/nov/sid-motilal-oswal-large-and-mid-cap-fund.pdf
fundManagerDetails:
- mangerDetails:
  - 0:
    - managerId: 2
    - managerName: Ajay Khandelwal
    - managerDesignation: Executive Group Vice President
    - managerDescription:Ajay has 13 years rich experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund. He has done post-graduation i.e. MBA from Manipal University. Mr. Ajay possess expertise in Fund Management.
    - managerImageUrl: /content/dam/fund-manager/AjayKhandelwal.jpg
    - managerSchcode: LM
  - 1:
    - managerId: 6
    - managerName: Rakesh Shetty
    - managerDesignation: Fund Manager/Dealer
    - managerDescription:Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
    - managerImageUrl: /content/dam/fund-manager/RakeshShetty.jpg
    - managerSchcode: LM
  - 2:
    - managerId: 7
    - managerName: Atul Mehra
    - managerDesignation: Vice President
    - managerDescription:Mr Atul Mehra is passionate about investing; and has been an investor since 13 years of age. He has over 15 years of professional work experience with last 10 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Academically, he is a CFA Charter holder and has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottesville, Virginia, USA and has specialization in Finance through BAF (Bachelor of Commerce in Accounting and Finance) from HR College, Mumbai and Post-Graduation in Commerce through M.Com (Masters in Commerce, Accountancy) from Mumbai University.
    - managerImageUrl: /content/dam/fund-manager/AtulMehra.jpeg
    - managerSchcode: LM
  - 3:
    - managerId: 9
    - managerName: Sunil Sawant
    - managerDesignation: Dealer and Fund Manager of Foreign Securities
    - managerDescription:Mr. Sunil has been associated with the Company since 2018 for Alternates Business as Dealer. Prior to joining to Motilal Oswal Asset Management Company he has worked with Sharekhan, Aditya Birla and Angel Broking as Equity Dealer and Advisor. He has been associated in capital market industry since 2009.<br>Mr. Sunil Sawant is appointed as Fund Manager in place of Mr. Ankush Sood w.e.f. opening of Business hours of July 1, 2024.
    - managerImageUrl: /content/dam
    - managerSchcode: LM
- schemeReturns:
  - 0:
    - managerId: 2
    - schemeName: Motilal Oswal Large and Midcap Fund Regular Payout
    - period: si
    - schReturnCagr: 16.22
    - schReturnAsOnDt: 2025-12-31
    - fixedbmreturncagr: 20.157893896045962
    - fixedbmreturnasondt: 2025-12-31
    - prodcode: LMDP
    - schemeCode: LM
    - planCode: DP
  - 1:
    - managerId: 2
    - schemeName: Motilal Oswal Large and Midcap Fund Regular Payout
    - period: 5yr
    - schReturnCagr: 16.13
    - schReturnAsOnDt: 2025-12-31
    - fixedbmreturncagr: 19.52022595931091
    - fixedbmreturnasondt: 2025-12-31
    - prodcode: LMDP
    - schemeCode: LM
    - planCode: DP
  - 2:
    - managerId: 2
    - schemeName: Motilal Oswal Large and Midcap Fund Regular Payout
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    - period: 3yr
    - schReturnCagr: 17.92
    - schReturnAsOnDt: 2025-12-31
    - fixedbmreturncagr: 19.427590470875145
    - fixedbmreturnasondt: 2025-12-31
    - prodcode: LMPD
    - schemeCode: LM
    - planCode: PD

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Historical Performance

CAGR

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Periodic Returns

Data as on 30 Jun 2025

CAGR

Current value of Investment of ₹10,000

1Y
3Y
5Y
7Y
10Y
Inception

Date of inception: 24-Feb-14. In case the start or end date of the concerned period is a non-business day (NBD), the NAV of the previous business day is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Future returns are not guaranteed and a loss of original capital may occur. Different plans under the scheme may have different expense structures. Performance is for Regular Plan Growth option. Different plans have different expense structure. The scheme is currently managed by Mr. Niket Shah, Mr. Ajay Khandelwal, Mr.Rakesh Shetty and Mr. Sunil Sawant.
See other funds managed by the Fund Manager Performance is for Direct - Growth Plan option.

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Past Performance Calculator

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Motilal Oswal Mid cap fund

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Disclaimer:

This calculator is provided for informational purposes only.
The results are based on user inputs and should not be considered as investment advice. Users should seek the advice of a qualified financial professional before making any investment decisions.
The creators of the calculator and its affiliates shall not be held responsible for any financial losses resulting from the use of the calculator.
Past performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
SIP is allowed in select open ended schemes. Refer the Scheme SAI, SID, KIM for detailed information.

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Why this fund?

1. Expertise
2. Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.
1. High Conviction
2. A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.
1. Quality and Growth
2. We prioritize business quality and management strength, guided by our QGLP investment philosophy.
3. *Based upon our current investment strategy.
1. Pioneering Growth
2. A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.
1. Skin in the Game
2. Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.
3. *Data as on 31st January 2024.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

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Fund philosophy from our fund manager

FundManage

Niket MehtaFund Manager, Motilal Oswal Asset Allocation Passive Fund

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Portfolio Composition

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Sector Holdings

Stock Holdings

Industry Classification as recommended by AMFI

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1. Key Facts
2. Launched on 06 Feb 2024

Investment Objective

Minimum Application Amount

Minimum Redemption Amount

Latest AUM

Portfolio Turnover Ratio

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Our Fund Managers

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Downloads

- Factsheet
- Presentation
- Brochures
- Scheme information document
- Forms

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Frequently Asked Questions

What is a Mutual Fund?

A mutual fund is an investment option where your money is pooled with that of other investors and managed by a professional fund manager. The fund manager invests this combined amount into a mix of assets like stocks, bonds, or other securities to help grow your money over time. It's a simple way to invest without having to pick individual stocks or track the markets yourself.

What does a Mutual Fund do with investor’s money?

A mutual fund pools the money it collects from all its investors and uses that large sum to buy a diversified portfolio of assets. A professional fund manager decides which specific assets to buy (such as stocks, bonds, or other securities) in order to meet the fund's stated investment objective. Your money is essentially used to buy you a small piece of this large, professionally managed portfolio.

What is the Regulatory Body for Mutual Funds?

The regulatory body for mutual funds varies by country.

In the United States, the primary regulator is the Securities and Exchange Commission (SEC).
In India, the regulator is the Securities and Exchange Board of India (SEBI).

These government agencies are responsible for protecting investors, maintaining fair and orderly markets, and enforcing securities laws.

What does a Mutual Fund do with investor’s money?

What is a Mutual Fund?

What does a Mutual Fund do with investor’s money?

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Learning Resource Vault

Learn with Motilal Oswal

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Article
- 4 min read
- July 7, 2022
Hear our fund managers talk
Get expert insights straight from our fund managers as they break down market trends, strategies, and what’s shaping your investments.
Read Now

/in/en/mutual-fund/modals/podcasts

Video
- 4 min watch
- July 7, 2022
The Basics of Investing
Start your investing journey with easy-to-follow audio guides that explain key concepts, jargon, and tips—perfect for new investors.
Watch Now

/in/en/mutual-fund/modals/podcasts

Podcast
- 4 min listen
- July 7, 2022
Pratik Oswal on Investing
Explore thought-provoking conversations with Pratik Oswal as he shares his views on building wealth, market behavior, and more.
Listen Now

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Scheme Risk- O-Meter

Nifty 100 TRI Risk- O-Meter

This product is suitable for investors who are seeking*

Long term capital growth
Investments in equity and equity related instruments of large cap stocks.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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Motilal Oswal Asset Allocation Passive Fund Conservative

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